Alpha Architect CEO on Alpha Architect 1-3 Month Box ETF

Alpha Architect CEO on Alpha Architect 1-3 Month Box ETF

Assessment

Interactive Video

Business

University

Hard

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The video discusses the BOX ETF, known for tax arbitrage, and its unexpected success in reaching nearly $5 billion in assets. The speaker avoids discussing tax strategies, likening it to the 'Fight Club' rule of not talking about it. The demand for BOX ETF is attributed to its strong value proposition, despite its complexity. Future plans include developing new ETFs like AUS, which allows tax-free contributions, and focusing on minimizing distributions. The video concludes with a discussion on international value and the importance of global diversification.

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5 questions

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1.

OPEN ENDED QUESTION

3 mins • 1 pt

What are the implications of the ETF being referred to as the 'poster child for tax arbitrage'?

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2.

OPEN ENDED QUESTION

3 mins • 1 pt

What does the speaker mean by 'the first rule of box club is you don't talk about box taxes'?

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3.

OPEN ENDED QUESTION

3 mins • 1 pt

How has the market responded to the ETF reaching nearly $5 billion in assets?

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4.

OPEN ENDED QUESTION

3 mins • 1 pt

What is the significance of the 351 transaction mentioned in the text?

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5.

OPEN ENDED QUESTION

3 mins • 1 pt

In what ways does the speaker suggest that international markets could improve investment strategies?

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